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Gartner
IT

Name Holding Trade Value Shares
Change 		Change in
Stake
IRS
251
Invictus RG (Singapore)
Singapore
$21K +$20.9K +300 New
M
252
MOTCO
Texas
$15K – – –
GAM
253
Gemmer Asset Management
California
$13K – – –
ECM
254
Estabrook Capital Management
New York
$11K – – –
LNB
255
Ledyard National Bank
$11K – – –
MFS
256
MSI Financial Services
Massachusetts
$11K – – –
ST
257
Stifel Trust
Missouri
$10K – – –
PMFA
258
Plante Moran Financial Advisors
Michigan
$9K – – –
WCBA
259
Weaver C. Barksdale & Associates
Tennessee
$8K +$697 +10 +10%
WEC
260
Winslow Evans & Crocker
Massachusetts
$7.83K – – –
MA
261
MUFG Americas
New York
$7K – – –
TWA
262
TCI Wealth Advisors
Arizona
$7K – – –
NFG
263
Next Financial Group
Texas
$7K +$6.97K +100 New
BRWA
264
B. Riley Wealth Advisors
Florida
$5.78K +$5.71K +82 New
WA
265
WealthTrust-Arizona
Arizona
$5K -$1.25K -18 -20%
ACS
266
Archford Capital Strategies
Illinois
$3.53K +$3.48K +50 New
NES
267
New England Securities
New York
$3K -$70 -1 -3%
EFSCE
268
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
PSI
269
Pinnacle Summer Investments
Virginia
$3K – – –
RWM
270
Raffa Wealth Management
District of Columbia
$2.19K – – –
HR
271
Howe & Rusling
New York
$1K – – –
PTC
272
Private Trust Company
Ohio
$1K – – –
OAC
273
OMERS Administration Corp
Ontario, Canada
– -$20.6M -296,700 Closed
CC
274
Carlson Capital
Texas
– -$8.65M -124,530 Closed
WMSA
275
Weiss Multi-Strategy Advisers
New York
– -$5.27M -75,920 Closed
8 9 10
11
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